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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,333 | $105,200+58.1% | $159,474+4.3% | $85,847+93.8% |
| Participation rate | 87.3% | 75.8%+11.5pp | 82.8%+4.5pp | 69.3%+18.0pp |
| Annual return | 14.21% | 45.08%-30.9pp | 263.68%-249.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $2,534 | $3,319-23.6% | $4,831-47.5% | $2,565-1.2% |
| Participant deferral / active EE | $7,537 | $5,946+26.8% | $7,353+2.5% | $3,952+90.7% |
| Admin fee / account holder | $3,172 | $6,934-54.3% | $10,802-70.6% | $6,261-49.3% |